Vice President, Regional Advisory Consultant South
现任员工和承包商申请这里 Osaic 职业财富管理销售机会在金融服务副总裁，区域咨询顾问位置：TX,NM,AZ,UT,CO,KS,MO,OK,AR,LA 工作安排：完全远程角色。候选人必须居住在分配领土 （TX, NM, AZ,UT,Co,KS,MO,OKE,AR 或 LA）并可进行地区旅行。角色类型：全日制：50-75%的旅游可能需要薪水：每年85,000美元 - 100,000美元 +销售激励补偿，季度支付。实际提供的补偿将根据一些与工作相关因素确定，包括地点，技能，经验和教育。竞争性工资只是 Osaic 总补偿计划的组成部分。额外的好处包括：健康，视觉，牙科保险，401k,假期和病时，志愿者日等。为了了解更多关于你期待的详细信息，请访问我们的职业页面：角色类型：全职摘要：副总裁，区域咨询顾问将负责推动销售战略和金融规划采用特定地区的顾问。该角色将结合内部和实地销售策略与要求对公司的咨询平台 （财富管理平台）的亲眼互动的作用。副总裁，区域咨询顾问将向副总理报告。责任：· 教育和促进基于费用的业务的好处，促进公司采用咨询技术，根据客户需求引入适当的投资管理人员，并帮助这些顾问发展其整体咨询业务。虽然 1:1会议将是大多数互动，预计会对大量顾问进行介绍。·执行一个以管理该地区最大机会和保持流动销售管道为重点的虚拟区域战略。区域顾问将与其内部对手密切合作，以有效地管理本地区的销售战略。· 推动有影响力的互动和活动邀请合适的顾问，创建和提供内容，并管理适当的会议后续工作。与各种投资管理公司合作，为特定内容提供担保，分享领先信息和共同演讲。·介绍和支持各类产品供应商 MF/ETF 模型，定制 SMA 模型，税务服务和
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Osaic Careers
Wealth Management Sales Opportunity in Financial Services
Vice President, Regional Advisory Consultant
Location(s):
TX, NM, AZ, UT, CO, KS, MO, OK, AR, LA
Work Arrangement:
Fully remote role. Candidates must reside within the assigned territory (TX, NM, AZ, UT, CO, KS, MO, OK, AR, or LA) and be available for regional travel.
Role Type: Full-time: 50-75% Travel May Be Required
Salary: $85,000 - $100,000 per year + sales incentive compensation, paid quarterly.
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:
Role Type: Full time
Summary:
The VP, Regional Advisory Consultant will be responsible for driving sales strategy and financial planning adoption for a defined region of advisors. This role will combine internal and field-based sales strategy with the role requiring face-to-face interactions focused on driving adoption of the firm’s advisory platform (the Wealth Management Platform). The VP, Regional Advisory Consultant will report to the VP, Advisory Consulting.
Responsibilities:
- Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the client’s needs, and helping those advisors grow their overall advisory businesses. While 1:1 meeting will be the majority of interactions, presenting to sizable groups of advisors will be expected.
- Executing a virtual regional strategy focused on managing the region’s top opportunities and maintaining a fluid sales pipeline. The Regional Consultant will work closely with their internal counterpart to efficiently manage sales strategy for their region.
- Drive impactful interactions and events – inviting the right advisors, creating, and delivering content, and managing appropriate meeting follow-up. Partner with various investment management companies to deliver collateral, share leads, and co-present on specific content.
- Introduce and support advisors on various product offerings – MF/ ETF models, customized SMA models, tax services and private client solutions.
- Review and analyze regional reports to prioritize existing and new prospects. Partner with internal consultant on converting sales leads into opportunities.
- Utilization of key reports and data to establish goals and opportunities for advisors.
- Schedule individual 1:1 and regional meetings for your region.
- Engaged with Marketing, Product, Platform, and Research teams to share content, collateral, and upcoming strategy with the field.
- Interactions will be expected to be logged in firm’s CRM system.
Education Requirements:
· Master’s Degree preferred, bachelor’s degree from accredited university in Economics, Finance, Business, or related subjects required.
Basic Requirements:
- Series 7 required.
- Ability to travel 50-75% of the time.
- 5+ years in a similar role.
- Driven and goal-oriented nature and enthusiastic sales-focused personality.
- Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies.
- Ability to introduce a complex subject matter in clear articulate fashion.
- Ability to work independently with high level of organization and time management skills.
- Deep experience working directly with financial advisors.
- Familiarity with using a client relationship management program.
Preferred Requirements:
· CFP or CIMA certification
Current Employees and Contractors Apply Here
Originally posted on Himalayas